We have two sequences we have created for some of our prospective clients. The first sequence has 5 emails and associated tasks. I am looking for a way to use a workflow to automate the auto-enrollment into the second sequence.
Is there a way to use a workflow to set a trigger when that specific first sequence ends, to have it auto-enroll those prospects that didn’t reply into the second sequence?
We have other sequences we utilize for our sales funnels so it needs to be triggered by the completion of that specific initial sequence.
Please and thank you in advance for your advice!
Hi @schwipples,
You can use the contact properties “Last sequence enrolled” and “Last sequence ended date” for this. However, this will only work if the first sequence that you’re mentioning is the first ever. Otherwise, the “Last sequence ended date” might be referring to an earlier sequence.
For “Last sequence enrolled”, you need the sequence ID which you can retrieve from the URL of the sequence (https://app.hubspot.com/sequences/PORTAL_ID/sequence/SEQUENCE_ID).
You can then follow these steps to enroll contacts via workflow: Enroll contacts in a sequence
Alternatively, have you considered simply creating a merged version of sequence 1 and 2? It would mean that there isn’t any workflow involved, less room for error, same outcome.
Hope this helps!
Hi Karsten, thanks for your help on this.
I’m wondering if you can elaborate on the first solution.
How should one use the “Last Sequence Enrolled” and “Last sequence ended date” properties to check if the contact has responded?
Would we check if the sequence ended before the expected end date?